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30th Annual IRA Academy Announced

Download The Brochure Now

We are excited to announce the details of our upcoming 30th Annual IRA Academy, July 26-28, 2021.  This will be a virtual seminar event. See the seminar brochure for the agenda and seminar information. Choose to attend from 1 to the full 3 days of this informative event. Registration begins June 21, 2021. For more information, contact PenServ Plan Services at (215) 444-9812.

The IRA Academy has been the premier source for all things IRA. This nationally recognized symposium delivers an in-depth curriculum essential to developing a valuable skill set. Each session will provide practical application and a unique perspective you will only find through PenServ.

IRA Academy Agenda

Monday, July 26, 2021
  • Traditional IRA Fundamentals: Eligibility & Contributions
  • Traditional IRA Distributions & Transfers incl. Transfer Incident to Divorce
  • Traditional IRA Excess
Tuesday, July 27, 2021
  • Roth IRA: Eligibility & Contributions
  • Roth IRA Distributions, Qualified Rollover Contributions, and Recharacterizations
  • IRA Portability
  • Portability Basics
  • Portability of Employer Plans
Wednesday, July 28, 2021
  • Required Minimum Distributions: Overview of Pre-2020 and Post-2019 Rules
  • Required Minimum Distribution Case Studies
  • Legislative and Regulatory Update: High Level Overview
  • Includes SECURE Act Review, Regulatory IRS & DOL Guidance, Pending Legislation, and Legislative Proposals

Who Can Benefit?

  • IRA & Roth Customer Service Managers & Reps
  • Retirement Consultants / Specialists
  • Operations Managers & Representatives
  • CPAs
  • Financial Advisors
  • CFPs
  • Compliance Officers
  • Brokerage & Mutual Fund
  • IRA Representatives
  • Bank Advisors & IRA Representatives
  • Plan Administrators & TPAs

IRS-Approved Continuing Education Provider

ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The 2021 IRA Academy is pending approval for 18 CISP, 18 SRSP, and 18 CTFA credits. This statement is not an endorsement of this program or its sponsor. More information about credits can be found in the IRA Academy Brochure.